Navigating the Journey from Banking to Business Acquisition

Register for the webinar: 

• Love & Leverage: Lessons from Couples Who Acquired Together - Thu Sep 4th - https://bit.ly/47PpZ6L

Felipe Corcuera bought an automation company that didn't offer AI. Since ChatGPT was released, he has had to adapt.

Topics in Felipe’s interview: 

• Imperfect information in the lower middle market
• Pivoting from investing to operating
• Finding a partner with complementary strengths
• How he defines success during search
• AI threats to traditional SaaS businesses
• Testing for seller motivation
• Valuation based on revenue
• Aggressively reinvesting in the business
• Pros and cons of being an AI company
• Economics of sharing deals for a finder’s fee

References and how to contact Felipe:

• LinkedIn
• Beecker
• Relay Investments

Get a complimentary IT audit of your target business:

• Email Nick Akers at nick@inzotechnologies.com, and tell him you’re a searcher

Download the New CEO’s Guide to Human Resources from Aspen HR:

• From this page or contact mark@aspenhr.com

Get complimentary due diligence on your acquisition's insurance & benefits program:

• Oberle Risk Strategies - Search Fund Team

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter

Edited by Anton Rohozov
Produced by Pam Cameron